Corporate Tax Incentives Consulting

Overview

CTI specializes in state and federal tax incentives available to businesses. The tax benefits that your business can take advantage of can be substantial, as these incentives are often tax credits that reduce your business’ income or franchise tax dollar for dollar. We offer the highest level of expertise, as our firm consists professionals with experience with Big 4 Accounting firms, state taxing agencies and government economic departments.

The benefits your business can enjoy from our services include:

Reduced income tax liability in current and future income years.
Refunds of prior taxes paid with interest earned at an annual compounded rate of between 7-9%.
Reduced estimated tax payments.
In the case of Limited Liability Companies, Partnerships, and S-Corporations, the partners and shareholders will similarly benefit from the incentives.
Minimal financial risk for the highest level of expertise as we limit our fee to a small percentage of the tax savings generated and utilized.
Minimal inconvenience to your business, as we schedule our services most convenient to the business’ schedule and personally retrieve all information needed to generate the tax credits.

To date CTI has generated millions of dollars in federal and state income tax savings for hundreds of companies through various tax incentive programs. Each Principal is involved directly in overseeing every tax study for both large and small business clients. Through their dedicated service, Taz, Joe, Darren and Frank have earned CTI a reputation in the accounting industry unmatched by other tax incentive firms in customer service while maximizing the tax savings available to clients.

Philosophy

CTI's business philosophy is to provide complete business incentives consulting services to our client with the highest degree of customer service. It begins with providing our clients with the necessary service or product to satisfy their needs. Often it involves a full outsourcing of the function of securing the various credits, providing audit representation services, providing some basic support to assist the client's internal efforts for capturing the benefit or simply providing access to an online credit calculation tool so a client can efficiently calculate their credit. We expect our services to vary to match the varying needs of our clients.

It is our goal to truly partner with our clients so that we can achieve the project goals as efficiently as possible. We have learned through our many experiences that it takes both parties (our clients and ourselves) materially participating in the process to achieve the highest results. The key to our success has been to assemble an incentives process that everyone understands, makes slight changes to a company's every day functions to efficiently take into account the needs of the programs and properly monitoring the process and results.

Each day we will demonstrate through our execution that we are not a processing company but a consulting firm that provides a higher level of customer service and truly partners with our clients.

Principals

Taz Singh

Taz has extensive experience working as a tax auditor and tax consultant in the area of tax incentives and credits. Prior to establishing CTI, Taz worked as a corporate tax auditor for the California Franchise Tax Board and as a tax consultant with a national accounting firm and a local consulting firm.

While employed at the Franchise Tax Board, Taz specialized in auditing tax credits, including Manufacturer’s Investment Credits, Research & Development Credits and credit limitations (IRC 382 Limitation) due to ownership changes. Taz was a member of the Manufacturers’ Investment Credit Technical Advisory Team and Manufacturers’ Investment Credit Field Audit Team, which dealt with setting audit policies and providing training and guidelines to auditors examining these credits. In addition, Taz was involved in providing training and technical guidance to auditors examining taxpayers claiming Research Credits and the Enterprise Zone Credits.

During his tenure of employment with the national accounting and local consulting firms, Taz managed various California tax incentive projects. These projects include but were not limited to the preparation and audit representation of Manufacturers’ Investment Credits, Research and Development Credits, and Enterprise Zone Tax Credits for various local and multinational clients.

Darren Labrie, CPA

Darren brings over 17 years of experience in the areas of tax and business incentives. In his current role, he focuses on the overall operations of the practice and bringing a higher level of service to our clients.

Darren’s responsibilities include identifying, qualifying and negotiating various tax and non-tax related statutory and economic development incentives. Darren works closely with his contacts at the various state agencies charged with the administration of business incentives to realize the maximum benefit for our clients. He has helped realize significant benefits in areas such as investment and job creation credits, federal/state/local benefits related to renewable energy, training credits and grants, work opportunity tax credits, sales and use tax abatements, enterprise zone credits, federal empowerment zone credits, welfare to work programs and other notable programs.

Prior to joining CTI, Darren Labrie served as the West Region Business Incentives Leader for Ernst & Young’s State and Local Tax Practice. Darren’s efforts resulted in millions of dollars of tax and financial savings through the garnering of federal, state, and local incentives for Fortune 100 companies. In addition, he spent several years working for the Franchise Tax Board as an audit supervisor where he forged many of the key relationships he relies upon today. Darren is a licensed CPA in the state of California.

Frank Liang

Frank is the key architect of the company’s existing technology products and services that are used internally in supporting our consulting business and externally in serving our third party users.

He brings over 10 years of software development and product management experience to CTI. Most recently, he was one of the infrastructure platform architects at LucidEra, a SaaS start-up company. Prior to that, he was working in the customer relationship marketing (CRM) space in Siebel Systems, Inc., where he led the analytics solutions for the Siebel OnDemand product. He has held other positions in engineering and product management at software firms including Macromedia and KANA. He has earned a BS degree in Computer Science from University of California Berkeley .